32歲女 既有保單檢視及新保單規劃 - 保險

By Elma
at 2022-07-26T20:03
at 2022-07-26T20:03
Table of Contents
一、性別:女
二、年齡:32
三、職業/工作內容:職業等級1(公司行號作業員/五金電子)
四、保障需求:如下圖
五、保費預算:3萬
六、健康告知:
(下列事項亦會於要保書詢問,參考作答即可,如認為自有體況涉及隱私,可不填)
(按保險法第64條,隱匿/不實告知,可能會被保險公司解約:http://0rz.tw/8IOpS)
(1) 最近2個月內是否曾因受傷或生病接受醫師治療、診療或用藥?
無
(2) 過去2年內是否曾因接受健康檢查有異常情形而被建議接受其他檢查或治療?
否
(3) 過去5年內是否曾因受傷或生病住院治療7日以上?
無
(4) 是否已確知懷孕?如是,已經幾週?(女性回答)
無
(5) 過去5年內是否曾因患有下列疾病而接受醫師治療、診療或用藥?
(心血管疾病/腦血管疾病/肺部疾病/肝臟疾病/腎臟疾病/甲狀腺疾病/精神疾病)
無
(6) 過去1年內是否曾因患有下列疾病,而接受醫師治療、診療或用藥?
(胃部疾病/肝臟疾病/呼吸器官疾病/眼疾/婦女病)
無
(7) 目前身體機能是否有失明、聾啞及言語、咀嚼、四肢機能障害?
無
(8)(成人)BMI 是否不在下列範圍:BMI=16.5~28
否
七、常用交通工具:大眾運輸/機車
八、預計規劃:
1)預計新增定期失能/長照險/癌症/實支實付
目前查詢較推薦的險種如下:
https://i.imgur.com/Fy5yapg.jpg

台灣人壽傳承富豐滿利率變動型終生壽險(T08F0)
台灣人壽新住院醫療保險附約(85)(HNRC)
台灣人壽金卡金安心一年定期重大傷病保險附約
(ClR4)
九、現有保險:(請確實填寫,勿將尚未購買之險種填於此區域)
國泰104年購入
國泰人壽永康手術醫療定期健康保險
(9109052512)
國泰人壽鍾福特定傷病終身保險
(9109052520)
國泰人壽新真安心住院醫療終生保險
(9107833673)
國泰人壽真安順手術醫療終生保險
(9107833681)
近期想要整合保單,想看有沒有缺失的地方
還請各路專家幫忙檢視及推薦,謝謝!
--
All Comments

By Oliver
at 2022-07-25T08:08
at 2022-07-25T08:08

By Margaret
at 2022-07-27T19:51
at 2022-07-27T19:51

By Iris
at 2022-07-25T08:08
at 2022-07-25T08:08

By Todd Johnson
at 2022-07-27T19:51
at 2022-07-27T19:51

By Margaret
at 2022-07-25T08:08
at 2022-07-25T08:08

By Linda
at 2022-07-27T19:51
at 2022-07-27T19:51

By Joe
at 2022-07-25T08:08
at 2022-07-25T08:08

By Ula
at 2022-07-27T19:51
at 2022-07-27T19:51

By Catherine
at 2022-07-25T08:08
at 2022-07-25T08:08

By Joe
at 2022-07-27T19:51
at 2022-07-27T19:51

By Lauren
at 2022-07-25T08:08
at 2022-07-25T08:08
Related Posts
新安東京理賠-桃園

By Agatha
at 2022-07-26T17:00
at 2022-07-26T17:00
新安東京防疫險理賠

By Sarah
at 2022-07-26T16:02
at 2022-07-26T16:02
和泰理賠確診+匡列分享與詢問

By Bethany
at 2022-07-26T14:59
at 2022-07-26T14:59
和泰理賠分享

By Selena
at 2022-07-26T14:01
at 2022-07-26T14:01
富邦防疫理賠分享(已結案)

By Puput
at 2022-07-26T13:39
at 2022-07-26T13:39